See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,878 | $98,750-64.7% | $149,696-76.7% | $79,858-56.3% |
| Participation rate | 93.3% | 75.8%+17.6pp | 82.5%+10.9pp | 69.6%+23.7pp |
| Annual return | 18.45% | 27.43%-9.0pp | 276.60%-258.2pp | 31.71%-13.3pp |
| Employer contribution / active EE | $4,728 | $3,216+47.0% | $4,644+1.8% | $2,471+91.3% |
| Participant deferral / active EE | $6,663 | $5,680+17.3% | $6,842-2.6% | $3,740+78.2% |
| Admin fee / account holder | $29 | $6,053-99.5% | $9,309-99.7% | $5,306-99.5% |